WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
22 hedge funds and large institutions have $35.7M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.
75% more capital invested
Capital invested by funds: $20.4M → $35.7M (+$15.3M)
10.48% more ownership
Funds ownership: 27% → 37.48% (+10%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
12% less funds holding
Funds holding: 25 → 22 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$12.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.53M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.03M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$312K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$1.98M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.84M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.36M |
| 4 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$251K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$202K |
SHAG Hedge Fund Activity: Q1 2020 in Review
22 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2020, worth a combined $35.7M — up 75% from $20.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SHAG and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $12.4M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $1.98M sold.
- 22 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2020, down from 25 in Q4 2019.
- Funds reported $35.7M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2020, up 75% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2020 and 4 closed out, a net change of -2 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2020 was Jane Street, an estimated $12.4M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2020 was Private Wealth Strategies, an estimated $1.98M sold.
Based on aggregated 13F filings for Q1 2020.